MAS
MPWM Advisory Solutions LLC Portfolio
Invests via MPWM Advisory Solutions LLC | Managed by Evelyn Steinman Perez, Steven J. Mayer
Invests via MPWM Advisory Solutions LLC
Managed by Evelyn Steinman Perez, Steven J. Mayer
Automatically Tracked
Company Profile
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Investment Philosophy & Strategy
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.57%
Gain -1.35%
Monthly
1.92%
Yearly
25.66%
Drawdown
16.05%
$225.6M
Equity
Holdings
$225.6M
Investment
$186.29M
$69.82M
Profit -$2.34M
Realized
$30.51M
Unrealized
$39.31M
Dividends
$5.07M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$2.34M
Win %
65%
This Week
Compared To Last Week
Gain
-1.87%
Profit
-$4.3M
Win %
65%
This Month
Compared to last month
Gain
-0.42%
Profit
-$954,321.44
Win %
65%
This Year
Compared to last year
Gain
0.53%
Profit
$1.22M
Win %
65%
MUR Murphy Oil Corporation
+4.37%
+$384.54 
OXY-WT Occidental Petroleum Corporation
+4.33%
+$18.43 
TS Tenaris S.A.
+3.75%
+$72.93 
EOG EOG Resources, Inc.
+3.73%
+$28.27 
HONA Honeywell Aerospace Inc.
+3.54%
+$138.72 
COP ConocoPhillips
+3.27%
+$204.16 
RTX RTX Corporation
+2.98%
+$1,538.7 
NOC Northrop Grumman Corporation
+2.92%
+$131.18 
TTE TotalEnergies SE
+2.88%
+$175.95 
BTI British American Tobacco p.l.c. ADR
+2.74%
+$114.48 
LMT Lockheed Martin Corporation
+2.73%
+$1,617.27 
COCO The Vita Coco Company, Inc.
+2.73%
+$78.78 
FDXF FedEx Freight Holding Company Inc.
+2.72%
+$36.12 
UCBI United Community Banks, Inc.
+2.68%
+$74.76 
SHEL Shell plc
+2.61%
+$895.36 
E Eni S.p.A. Sponsored ADR
+2.61%
+$171 
CTA Simplify Managed Futures Strategy ETF
+2.31%
+$160.48 
CVX Chevron Corporation
+2.27%
+$2,764.45 
XLE Energy Select Sector SPDR Fund
+2.23%
+$432.13 
VDE Vanguard Energy ETF
+2.19%
+$77.23 
IYE iShares U.S. Energy ETF
+2.18%
+$30.6 
F Ford Motor Company
+2.11%
+$156 
LYB LyondellBasell Industries N.V.
+2.11%
+$132 
OIH VanEck Oil Services ETF
+2.02%
+$766.59 
EPD Enterprise Products Partners L.P.
+1.97%
+$14 
XOM Exxon Mobil Corporation
+1.96%
+$123.12 
PEP PepsiCo, Inc.
+1.92%
+$1,178.19 
SMG Scotts Miracle-Gro Co.
+1.86%
+$26.26 
FIZZ National Beverage Corp.
+1.83%
+$32.1 
UL Unilever PLC Sponsored American Depositary Receipt
+1.82%
+$34.22 
ET Energy Transfer L.P.
+1.79%
+$7.46 
DUK Duke Energy Corporation
+1.77%
+$368.37 
SO The Southern Company
+1.68%
+$816 
ED Consolidated Edison, Inc.
+1.67%
+$318.42 
GD General Dynamics Corporation
+1.65%
+$244.2 
TJX The TJX Companies, Inc.
+1.63%
+$73.16 
DNP DNP Select Income Fund Inc.
+1.63%
+$102.4 
VSNT Versant Media Group, Inc.
+1.55%
+$21.34 
TFC Truist Financial Corporation
+1.55%
+$2,119.68 
RLI RLI Corp.
+1.45%
+$29.24 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+1.43%
+$32.6 
PSX Phillips 66
+1.42%
+$345.24 
LNT Alliant Energy Corporation
+1.35%
+$148.42 
GE General Electric Company
+1.32%
+$524.51 
MDLZ Mondelez International, Inc.
+1.32%
+$363.54 
COST Costco Wholesale Corporation
+1.3%
+$736.9 
TM Toyota Motor Corporation
+1.27%
+$12.15 
ALL Allstate Corporation
+1.26%
+$33.33 
MO Altria Group, Inc.
+1.25%
+$27.6 
TMUS T-Mobile US, Inc.
+1.24%
+$1,784.25 
D Dominion Energy, Inc.
+1.24%
+$22.62 
IHG Intercontinental Hotels Group PLC ADR
+1.24%
+$51.5 
NUE Nucor Corporation
+1.24%
+$31.45 
MLM Martin Marietta Materials, Inc.
+1.23%
+$36.36 
KO The Coca-Cola Company
+1.23%
+$864.45 
MRK Merck & Co., Inc.
+1.21%
+$7,027.68 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$321.1 
VZ Verizon Communications Inc.
+1.1%
+$2,578.38 
PNC The PNC Financial Services Group, Inc.
+1.1%
+$16.59 
WFC Wells Fargo & Company
+1.09%
+$110.7 
SHLD Global X Defense Tech ETF
+1.03%
+$281.87 
NEE NextEra Energy, Inc.
+1.01%
+$3,750.4 
ITA iShares U.S. Aerospace & Defense ETF
+0.98%
+$24.42 
JPM JPMorgan Chase & Co.
+0.95%
+$833.3 
AON Aon plc
+0.95%
+$19.11 
BH Biglari Holdings Inc.
+0.95%
+$80.6 
COF Capital One Financial Corporation
+0.94%
+$22.56 
HLMN Hillman Solutions Corp.
+0.94%
+$21.82 
MAR Marriott International Inc. - Class A
+0.94%
+$46.93 
PKG Packaging Corporation of America
+0.93%
+$21.7 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$149.15 
HD The Home Depot, Inc.
+0.93%
+$1,886.71 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.91%
+$12.82 
AMLP Alerian MLP ETF
+0.91%
+$9,076.17 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.89%
+$1,132.8 
DRI Darden Restaurants, Inc.
+0.89%
+$45.6 
LIN Linde plc
+0.88%
+$52.32 
UTES Virtus Reaves Utilities ETF
+0.88%
+$1,293.6 
LCII LCI Industries Inc.
+0.85%
+$4.29 
WMT Walmart Inc.
+0.81%
+$1,026.24 
GCOW Pacer Global Cash Cows Dividend ETF
+0.81%
+$65.62 
PGR Progressive Corporation
+0.81%
+$27.6 
CME CME Group Inc.
+0.76%
+$26.37 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.76%
+$39.52 
PG Procter & Gamble Co
+0.72%
+$262.16 
MRSH Marsh & McLennan Companies, Inc.
+0.71%
+$11.88 
JNJ Johnson & Johnson
+0.71%
+$2,241.08 
LOW Lowe's Companies Inc.
+0.7%
+$51.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$570.24 
DVY iShares Select Dividend ETF
+0.7%
+$284.9 
PCAR PACCAR Inc.
+0.69%
+$6.88 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.69%
+$85 
GM General Motors Company
+0.68%
+$98.04 
MUSI American Century Multisector Income ETF
+0.65%
+$201.96 
CB Chubb Limited
+0.64%
+$45.4 
FHN First Horizon Corporation
+0.63%
+$793.29 
ABBV AbbVie Inc.
+0.63%
+$855.62 
FVD First Trust Value Line Dividend Index Fund
+0.6%
+$1,227.49 
SITE SiteOne Landscape Supply Inc.
+0.6%
+$9.61 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$1,702.72 
AWI Armstrong World Industries, Inc.
+0.59%
+$26.59 
BLK BlackRock, Inc.
+0.59%
+$152.14 
ORLY O'Reilly Automotive Inc.
+0.58%
+$30.9 
VALE Vale S.A.
+0.58%
+$12.97 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.57%
+$5,523.47 
C Citigroup Inc.
+0.57%
+$29.4 
KMB Kimberly-Clark Corporation
+0.57%
+$431.29 
ZTS Zoetis Inc.
+0.57%
+$8.01 
LLY Eli Lilly and Company
+0.56%
+$2,243.2 
TXN Texas Instruments Inc
+0.54%
+$18.18 
NXPI NXP Semiconductors N.V.
+0.54%
+$26.25 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.54%
+$812.28 
PRI Primerica Inc.
+0.53%
+$21 
GEV GE Vernova Inc.
+0.53%
+$187.72 
ZION Zions Bancorporation, National Association
+0.52%
+$78.54 
FTXO First Trust Nasdaq Bank ETF
+0.52%
+$11.6 
XLB Materials Select Sector SPDR Fund
+0.51%
+$52 
ITW Illinois Tool Works Inc.
+0.51%
+$8.31 
HLI Houlihan Lokey Inc.
+0.5%
+$22.4 
IFRA iShares U.S. Infrastructure
+0.49%
+$970.2 
WPC W. P. Carey Inc.
+0.48%
+$33.79 
CI The Cigna Group
+0.48%
+$97.24 
MUA BlackRock MuniAssets Fund, Inc.
+0.48%
+$4,367.43 
NLOP Net Lease Office Properties.
+0.46%
+$0.32 
DFIV Dimensional International Value ETF
+0.45%
+$5,270.34 
AAPL Apple Inc.
+0.44%
+$14,272.52 
FAAR First Trust Alternative Absolute Return Strategy ETF
+0.43%
+$11.76 
FTCS First Trust Capital Strength ETF
+0.41%
+$852.4 
RF Regions Financial Corporation
+0.38%
+$287.91 
V Visa Inc. Class A
+0.38%
+$3,263.44 
AVDV Avantis International Small Cap Value ETF
+0.38%
+$10.94 
MPC Marathon Petroleum Corporation
+0.36%
+$73.96 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.36%
+$40.83 
FLSP Franklin Systematic Style Premia ETF
+0.34%
+$40.7 
ISRG Intuitive Surgical, Inc.
+0.33%
+$156.2 
SDY SPDR S&P Dividend ETF
+0.33%
+$55.59 
BALL Ball Corp.
+0.31%
+$57.91 
ADM Archer-Daniels-Midland Co
+0.31%
+$5.36 
FNDF Schwab Fundamental International Large Company Index ETF
+0.29%
+$697.03 
RIO Rio Tinto Plc Sponsored ADR
+0.28%
+$2.04 
WRB W.R. Berkley Corporation
+0.27%
+$180 
DFIC Dimensional International Core Equity Market ETF
+0.24%
+$905.85 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.23%
+$114 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$91.42 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$22.27 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$198.72 
DG Dollar General Corporation
+0.19%
+$1.04 
MCK McKesson Corporation
+0.19%
+$9.55 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$8.75 
HIPS GraniteShares HIPS US High Income ETF
+0.19%
+$79.2 
PFE Pfizer Inc.
+0.19%
+$375.32 
LYG Lloyds Banking Group Plc ADR
+0.18%
+$3.1 
IEV iShares Europe ETF
+0.18%
+$141.57 
DIHP Dimensional International High Profitability Portfolio
+0.18%
+$87 
VYM Vanguard High Dividend Yield ETF
+0.16%
+$386.1 
BWA BorgWarner Inc.
+0.16%
+$3.42 
PSDM PGIM Short Duration Multi-Sector Bond ETF
+0.16%
+$182.96 
VYMI Vanguard International High Dividend Yield Index Fund
+0.14%
+$89.32 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$35.33 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.14%
+$17.34 
FEP First Trust Europe AlphaDEX Fund
+0.12%
+$439.11 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.12%
+$169.89 
OGN Organon & Co.
+0.11%
+$0.03 
VTV Vanguard Value ETF
+0.1%
+$53.34 
WM Waste Management, Inc.
+0.1%
+$27.6 
XLF Financial Select Sector SPDR Fund
+0.1%
+$63.41 
TCBI Texas Capital Bancshares Inc.
+0.08%
+$7 
IEP Icahn Enterprises L.P.
+0.07%
+$1.69 
GGG Graco Inc.
+0.07%
+$0.82 
DFIS Dimensional International Small Cap ETF
+0.06%
+$1.6 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$158.56 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$18.82 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$78.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.04%
+$2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$670.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$201.69 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$869.35 
PAAA PGIM AAA CLO ETF
+0.04%
+$246.74 
CLOI VanEck CLO ETF
+0.04%
+$2,073.92 
MCD McDonald's Corporation
+0.04%
+$4.95 
DFAI Dimensional International Core Equity Market ETF
+0.04%
+$10.5 
BMY Bristol-Myers Squibb Company
+0.03%
+$0.4 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.03%
+$5.5 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$339.63 
NKE Nike, Inc. - Class B
+0.03%
+$1.58 
LKFN Lakeland Financial Corporation
+0.03%
+$0.43 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$103.3 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$225.8 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$95.79 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$94.15 
FJP First Trust Japan AlphaDEX Fund
+0.01%
+$0.25 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$3.1 
CDNMF EGR Exploration Ltd.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDL VictoryShares US Large Cap High Dividend ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 G200
G2004J103
0%
$0 
CRIS Curis Inc.
-21.18%
-$0.01 
NVAX Novavax Inc.
-12.68%
-$97.5 
CRWV CoreWeave, Inc.
-11.21%
-$4,997.95 
MRNA Moderna, Inc.
-9.55%
-$67.74 
MSTR Strategy Inc.
-9.24%
-$4,473.6 
S SentinelOne Inc.
-9.2%
-$4,300 
LEU Centrus Energy Corp.
-8.57%
-$108.85 
PANW Palo Alto Networks, Inc.
-7.98%
-$325.05 
IONQ IonQ, Inc.
-7.77%
-$480.6 
NET Cloudflare Inc.
-7.75%
-$1,715 
CRWD CrowdStrike Holdings, Inc.
-7.7%
-$2,409.6 
VKTX Viking Therapeutics Inc.
-7.42%
-$9,084.25 
PLTR Palantir Technologies Inc.
-7.4%
-$3,012.52 
WULF TeraWulf Inc.
-7.25%
-$27.45 
AZTA Azenta, Inc.
-7.05%
-$126.17 
QBTS D-Wave Quantum Inc.
-6.98%
-$129.78 
RKLB Rocket Lab Corporation
-6.59%
-$109.2 
SNAP Snap Inc.
-6.29%
-$20.25 
BMNR Bitmine Immersion Technologies, Inc.
-6.27%
-$19,165.13 
OKLO Oklo Inc.
-6.13%
-$18.4 
SKYY First Trust Cloud Computing ETF
-5.33%
-$986.79 
IGV iShares Expanded Tech-Software Sector ETF
-5.1%
-$1,520.48 
NOW ServiceNow, Inc.
-5.08%
-$226.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.07%
-$170,294.25 
RGTI Rigetti Computing Inc
-5.07%
-$33.92 
HACK Amplify Cybersecurity ETF
-4.97%
-$279.22 
INTC Intel Corporation
-4.59%
-$3,271.86 
CHAT Roundhill Generative AI & Technology ETF
-4.57%
-$1,902.5 
AMD Advanced Micro Devices, Inc.
-4.56%
-$2,308.95 
DXYZ Destiny Tech100 Inc.
-4.48%
-$1,599 
NNE Nano Nuclear Energy Inc.
-4.42%
-$120 
DOCU DocuSign Inc.
-4.31%
-$417.5 
HOOD Robinhood Markets, Inc.
-4.21%
-$109.37 
ORCL Oracle Corporation
-4.11%
-$778.32 
ANET Arista Networks, Inc.
-4.03%
-$10,667.16 
FXL First Trust Technology AlphaDEX Fund
-3.98%
-$2,758.49 
MU Micron Technology, Inc.
-3.95%
-$18,147.33 
MRVL Marvell Technology, Inc.
-3.89%
-$15,533.3 
AGYS Agilysys Inc.
-3.83%
-$2,048.48 
SNPS Synopsys, Inc.
-3.65%
-$153.81 
XBI SPDR S&P Biotech ETF
-3.62%
-$54.3 
LRCX Lam Research Corporation
-3.56%
-$2,719.75 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.56%
-$559.25 
IGPT Invesco AI and Next Gen Software ETF
-3.54%
-$1,056 
FDN First Trust Dow Jones Internet Index Fund
-3.48%
-$5,161.1 
META Meta Platforms Inc Class A
-3.46%
-$25,703.97 
AVGO Broadcom Inc.
-3.46%
-$1,832.6 
UAL United Airlines Holdings, Inc.
-3.46%
-$6,405 
RIVN Rivian Automotive, Inc.
-3.23%
-$33.6 
SOFI SoFi Technologies, Inc.
-3.18%
-$38.4 
AMAT Applied Materials, Inc.
-3.08%
-$476.28 
FFIN First Financial Bankshares Inc.
-2.99%
-$53.87 
AIQ Global X Artificial Intelligence & Technology ETF
-2.99%
-$1,152.83 
MANH Manhattan Associates Inc.
-2.97%
-$60.66 
CRM Salesforce Inc
-2.96%
-$6,410.88 
TLRY Tilray Brands, Inc.
-2.96%
-$0.67 
KLAC KLA Corporation
-2.91%
-$101.4 
JKHY Jack Henry & Associates, Inc.
-2.89%
-$36.2 
NFLX Netflix, Inc.
-2.89%
-$1,129.8 
HPQ HP Inc.
-2.84%
-$71.75 
SOXX iShares Semiconductor ETF
-2.78%
-$5,809.87 
SPHB Invesco S&P 500 High Beta ETF
-2.76%
-$2,977.04 
SWIM Latham Group, Inc.
-2.71%
-$18.62 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.71%
-$1,175.96 
EBAY eBay Inc.
-2.69%
-$661.26 
IBB iShares Biotechnology ETF
-2.68%
-$778.4 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.68%
-$186 
IYW iShares U.S. Technology ETF
-2.66%
-$357.24 
ALAI Alger AI Enablers & Adopters ETF
-2.65%
-$236 
XYZ Block, Inc.
-2.61%
-$708.9 
CHWY Chewy Inc.
-2.6%
-$166.5 
TSLA Tesla, Inc.
-2.58%
-$9,979.05 
XLK State Street Technology Select Sector SPDR ETF
-2.55%
-$26,763.03 
VGT Vanguard Information Technology ETF
-2.48%
-$1,945.6 
IWP iShares Russell Mid-Cap Growth ETF
-2.48%
-$569.47 
FTEC Fidelity MSCI Information Technology Index ETF
-2.46%
-$230.08 
FNY First Trust Mid Cap Growth Fund
-2.46%
-$4,237.35 
NOK Nokia Corporation Sponsored ADR
-2.46%
-$0.94 
MSFT Microsoft Corp.
-2.44%
-$234,853.8 
DAL Delta Air Lines, Inc.
-2.43%
-$860.7 
DXC Dxc Technology Co.
-2.43%
-$59.63 
PNQI Invesco NASDAQ Internet ETF
-2.41%
-$296.15 
FTC First Trust Large Cap Growth Fund
-2.41%
-$21,873.78 
INTU Intuit Inc.
-2.4%
-$55.58 
IWO iShares Russell 2000 Growth ETF
-2.33%
-$243 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.31%
-$129 
SMH VanEck Semiconductor ETF
-2.29%
-$8,044.97 
BLNK Blink Charging Co.
-2.28%
-$0.29 
VRT Vertiv Holdings Co
-2.25%
-$145.2 
MTUM iShares MSCI USA Momentum Factor ETF
-2.21%
-$1,402.8 
SCHW Charles Schwab Corporation
-2.17%
-$537.84 
CCJ Cameco Corporation
-2.15%
-$116.03 
QQQM Invesco NASDAQ 100 ETF
-2.13%
-$112,815.45 
CDNS Cadence Design Systems, Inc.
-2.12%
-$1,995.2 
QQQ Invesco QQQ Trust, Series 1
-2.12%
-$227,892.18 
TXRH Texas Roadhouse Inc.
-2.11%
-$180.5 
EL The Estée Lauder Companies Inc. Class A
-2.1%
-$408.15 
CSCO Cisco Systems, Inc.
-2.09%
-$538.2 
SPCX Space Exploration Technologies Corp. Class A
-2.09%
-$3,181.53 
ETHA iShares Ethereum Trust
-2.08%
-$319.38 
GOOGL Alphabet Inc
-2.07%
-$20,482.59 
CGGR Capital Group Growth ETF
-2.07%
-$5,785.89 
MTB M&T Bank Corporation
-2.06%
-$292.5 
MGK Vanguard Mega Cap Growth ETF
-2.02%
-$14,935.8 
QGRO American Century U.S. Quality Growth ETF
-2.01%
-$3,652.75 
FPX First Trust US Equity Opportunities ETF
-2.01%
-$174.75 
NLR VanEck Uranium and Nuclear ETF
-1.99%
-$1,901.6 
ARW Arrow Electronics Inc.
-1.97%
-$82.27 
ALB Albemarle Corporation
-1.96%
-$193.92 
ETN Eaton Corporation plc
-1.95%
-$196.5 
KODK Eastman Kodak Company
-1.95%
-$140 
GOOG Alphabet Inc
-1.93%
-$23,950.48 
URA Global X Uranium ETF
-1.92%
-$314.14 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.92%
-$56.59 
VONG Vanguard Russell 1000 Growth Fund
-1.9%
-$63.18 
PAYC Paycom Software, Inc.
-1.87%
-$1,888 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.87%
-$245 
AMID Argent Mid Cap ETF
-1.87%
-$129.33 
AMZN Amazon.com Inc
-1.86%
-$35,838.67 
LULU lululemon athletica inc.
-1.86%
-$11.04 
UBER Uber Technologies, Inc.
-1.85%
-$266.64 
VUG Vanguard Growth ETF
-1.84%
-$1,501.09 
Q Qnity Electronics Inc.
-1.83%
-$19.71 
IWF iShares Russell 1000 Growth ETF
-1.82%
-$1,563.92 
IBIT iShares Bitcoin Trust
-1.8%
-$279.72 
BITB Bitwise Bitcoin ETF
-1.8%
-$73.25 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.79%
-$1,616.37 
CMG Chipotle Mexican Grill, Inc.
-1.78%
-$272.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$6,154.63 
DE Deere & Company
-1.77%
-$506.66 
SPMO Invesco S&P 500 Momentum ETF
-1.72%
-$63,941.28 
BX Blackstone Inc.
-1.69%
-$47.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.68%
-$75,219.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$2,582.58 
THO Thor Industries Inc.
-1.62%
-$26.11 
ZBRA Zebra Technologies Corporation
-1.6%
-$2,722.5 
EEM iShares MSCI Emerging Markets ETF
-1.59%
-$263.9 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.59%
-$59,122.56 
IWM iShares Russell 2000 ETF
-1.58%
-$107,678.6 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.55%
-$48.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.54%
-$270.4 
WU Western Union Co.
-1.52%
-$2,919.92 
AVEM Avantis Emerging Markets Equity ETF
-1.5%
-$159.12 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.5%
-$1,230.12 
DFAE Dimensional Emerging Core Equity Market ETF
-1.49%
-$217.53 
UNF UniFirst Corp.
-1.49%
-$51.28 
APH Amphenol Corporation
-1.49%
-$8,576.48 
PFXF VanEck Preferred Securities ex Financials ETF
-1.48%
-$12,437.11 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.47%
-$949.44 
GOF Guggenheim Strategic Opportunities Fund
-1.45%
-$625 
IEMG iShares Core MSCI Emerging Markets ETF
-1.44%
-$13.5 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.43%
-$2,013 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.42%
-$15,179.52 
PWR Quanta Services Inc.
-1.41%
-$18.06 
CGXU Capital Group International Focus Equity ETF
-1.4%
-$172.51 
CVLG Covenant Logistics Group Inc.
-1.4%
-$86 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.39%
-$1,580 
UNH UnitedHealth Group Incorporated
-1.39%
-$28.25 
LH Labcorp Holdings Inc.
-1.38%
-$957.43 
FTGS First Trust Growth Strength ETF
-1.38%
-$62.01 
GENI Genius Sports Ltd.
-1.37%
-$162 
BUFQ FT Nasdaq Buffer ETF July.
-1.36%
-$87,266.85 
TGT Target Corporation
-1.36%
-$355.71 
QCOM QUALCOMM Incorporated
-1.36%
-$1,357.61 
CAKE The Cheesecake Factory Incorporated
-1.35%
-$109.02 
DRUP GraniteShares Nasdaq Select Disruptors ETF Trust
-1.34%
-$2,635.72 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.32%
-$49.87 
LSTR Landstar System Inc.
-1.32%
-$36.32 
VB Vanguard Small-Cap ETF
-1.31%
-$10,065.9 
IYT iShares U.S. Transportation ETF
-1.3%
-$294 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.29%
-$373.5 
WDFC WD-40 Company
-1.28%
-$28.27 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$1,323 
VRTX Vertex Pharmaceuticals Incorporated
-1.27%
-$644 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$294.19 
IBM International Business Machines Corporation
-1.22%
-$2,034.15 
XLG Invesco S&P 500 Top 50 ETF
-1.17%
-$972.23 
ALGN Align Technology, Inc.
-1.17%
-$60.9 
BBDC Barings BDC Inc.
-1.16%
-$630.1 
ODFL Old Dominion Freight Line, Inc.
-1.15%
-$30.5 
BST BlackRock Science and Technology Trust
-1.15%
-$4,892.16 
GS The Goldman Sachs Group, Inc.
-1.11%
-$79.52 
MGC Vanguard Mega Cap ETF
-1.11%
-$18,343.8 
BABA Alibaba Group Holding Limited SP ADR
-1.11%
-$222.63 
ON ON Semiconductor Corporation
-1.1%
-$243 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.09%
-$59.84 
IWR iShares Russell Mid-Cap ETF
-1.09%
-$245.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.06%
-$11,440.03 
SHW The Sherwin-Williams Company
-1.05%
-$39.05 
DFUS Dimensional U.S. Equity Market ETF
-1.05%
-$48,843.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$897.6 
FNX First Trust Mid Cap Core AlphaDEX Fund
-1.05%
-$976.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.04%
-$110.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.03%
-$3,378.18 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-1.03%
-$195.91 
DFAS Dimensional U.S. Small Cap ETF
-1.03%
-$5,493.32 
KD Kyndryl Holdings Inc.
-1.02%
-$8.51 
EMR Emerson Electric Co.
-1.02%
-$514.8 
IWB iShares Russell 1000 ETF
-1%
-$4,654.94 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$374,251.97 
VOO Vanguard S&P 500 ETF
-0.99%
-$8,950.49 
IVV iShares Core S&P 500 ETF
-0.99%
-$1,470.71 
CGUS Capital Group Core Equity ETF
-0.99%
-$15.57 
MDT Medtronic plc
-0.98%
-$207.74 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.98%
-$144.21 
PRN Invesco Dorsey Wright Industrials ETF
-0.98%
-$253.37 
NSSC Napco Security Technologies, Inc.
-0.97%
-$281.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.97%
-$202,543.52 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.96%
-$141.45 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.96%
-$12.9 
DFAU Dimensional US Core Equity Market ETF
-0.95%
-$103.02 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$223.02 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.91%
-$380.23 
MDY SPDR S&P MidCap 400 ETF Trust
-0.91%
-$424.2 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$92.3 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$2,736.36 
XMHQ Invesco S&P MidCap Quality ETF
-0.89%
-$1,942.08 
FDX FedEx Corporation
-0.86%
-$63.88 
AFMC First Trust Active Factor Mid Cap ETF
-0.85%
-$136.28 
SFLR Innovator Equity Managed Floor ETF
-0.85%
-$3,457.2 
AFLG First Trust Active Factor Large Cap ETF
-0.84%
-$35.34 
ICLN iShares Global Clean Energy ETF
-0.82%
-$50.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.81%
-$5,866.28 
CGDV Capital Group Dividend Value ETF
-0.8%
-$13.82 
JCI Johnson Controls International plc
-0.8%
-$38.94 
KKR KKR & Co. Inc.
-0.79%
-$13.8 
NUKZ Range Nuclear Renaissance ETF
-0.78%
-$40.95 
NVDA NVIDIA Corporation
-0.76%
-$23,268.22 
WSO Watsco Inc.
-0.76%
-$27.06 
FEX First Trust Large Cap Core Fund A
-0.76%
-$488.54 
MOAT VanEck Morningstar Wide Moat Fund
-0.73%
-$273.02 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.7%
-$70 
VO Vanguard Mid-Cap ETF
-0.69%
-$7,866.32 
PSCD Invesco S&P SmallCap Consumer Discretionary ETF
-0.69%
-$110.96 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.68%
-$164.32 
GILD Gilead Sciences Inc.
-0.67%
-$233.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.65%
-$6.89 
PLD Prologis Inc.
-0.65%
-$16.4 
BUFF Innovator Laddered Allocation Fund
-0.65%
-$945 
WST West Pharmaceutical Services, Inc.
-0.64%
-$5,086.18 
PDI Pimco Dynamic Income Fund
-0.63%
-$112.5 
FCX Freeport-McMoRan Inc.
-0.61%
-$36.12 
PCN PIMCO Corporate & Income Strategy Fund
-0.61%
-$227.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.6%
-$102 
EWJ iShares MSCI Japan ETF
-0.6%
-$23.94 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.6%
-$626.02 
MS Morgan Stanley
-0.59%
-$54.57 
CGBL Capital Group Core Balanced ETF
-0.58%
-$101.91 
VHT Vanguard Health Care ETF
-0.58%
-$1,440.13 
DD DuPont de Nemours, Inc.
-0.58%
-$4.56 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.58%
-$21,051.36 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.57%
-$214.08 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$122.55 
BUFR FT Vestladder Buffer ETF-USD I
-0.57%
-$301 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$316.94 
DXUV Dimensional US Vector Equity ETF
-0.55%
-$15.89 
RSP Invesco S&P 500 Equal Weight ETF
-0.54%
-$1,946.48 
SLV iShares Silver Trust
-0.53%
-$581.83 
UNP Union Pacific Corporation
-0.52%
-$28.31 
GAP Gap Inc.
-0.51%
-$1.56 
IXUS iShares Core International Stock ETF
-0.51%
-$199.2 
VIK Viking Holdings Ltd
-0.51%
-$85 
CSX CSX Corporation
-0.5%
-$184.73 
MCO Moody's Corporation
-0.5%
-$19.4 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
-0.5%
-$74.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.49%
-$2,133.72 
VRP Invesco Variable Rate Preferred ETF
-0.48%
-$333.5 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.48%
-$101.2 
INDA ISHARES MSCI INDIA ETF
-0.48%
-$13,698.11 
RDVY First Trust Rising Dividend Achievers ETF
-0.48%
-$2,175.12 
EFG iShares MSCI EAFE Growth ETF
-0.44%
-$302.63 
UBS UBS Group AG
-0.44%
-$42 
RBC RBC Bearings Incorporated
-0.44%
-$26.22 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.42%
-$6.93 
LGOV First Trust Long Duration Opportunities ETF
-0.4%
-$51.7 
BOH Bank of Hawaii Corporation
-0.39%
-$9.88 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$10.8 
JNK SPDR Bloomberg High Yield Bond ETF
-0.38%
-$5.6 
NDAQ Nasdaq, Inc.
-0.37%
-$8.75 
FSCS First Trust SMID Cap Strategy
-0.36%
-$190.71 
GLD SPDR Gold Shares
-0.35%
-$2,147.95 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.35%
-$69.37 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.35%
-$5,087.68 
CVS CVS Health Corporation
-0.35%
-$256.32 
OUNZ VanEck Merk Gold Trust
-0.34%
-$6,777.81 
MA Mastercard Incorporated
-0.34%
-$62.1 
IDMO Invesco S&P International Developed Momentum ETF
-0.31%
-$8,236.01 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.3%
-$56.35 
HDB HDFC Bank Limited ADR
-0.3%
-$10.64 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$611.49 
IWD iShares Russell 1000 Value ETF
-0.28%
-$95.7 
ABT Abbott Laboratories
-0.28%
-$2.36 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$655.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.27%
-$430.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.26%
-$12.66 
PAVE Global X U.S. Infrastructure Development ETF
-0.26%
-$14.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.25%
-$23.62 
HYD VanEck High Yield Muni ETF
-0.24%
-$38.52 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$60 
BA Boeing Company
-0.23%
-$10.12 
ROAD Construction Partners, Inc. Class A Common Stock
-0.23%
-$15.01 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
-0.23%
-$25.63 
AVUV Avantis U.S. Small Cap Value ETF
-0.22%
-$2.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.22%
-$636.43 
FDT First Trust Developed Markets ex-US Fund
-0.22%
-$1,447 
BNDX Vanguard Total International Bond ETF
-0.21%
-$11.23 
GTY Getty Realty Corp.
-0.21%
-$3.96 
FEZ SPDR Euro Stoxx 50 ETF
-0.21%
-$1,246.17 
BLV Vanguard Long-Term Bond ETF
-0.21%
-$3.65 
NSC Norfolk Southern Corporation
-0.21%
-$208.76 
BAC Bank of America Corporation
-0.2%
-$76.97 
SOLS Sollensys Corp
-0.15%
-$1.08 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.14%
-$477.4 
AXP American Express Company
-0.14%
-$9.03 
BSX Boston Scientific Corporation
-0.14%
-$3.24 
VIG Vanguard Dividend Appreciation ETF
-0.14%
-$115.17 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.14%
-$18.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.14%
-$431.71 
AME Ametek Inc.
-0.13%
-$4.95 
MJ Amplify Alternative Harvest ETF
-0.13%
-$1.23 
FIW First Trust Water ETF
-0.13%
-$3.5 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.13%
-$15 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$10,764.78 
GTO Invesco Total Return Bond ETF
-0.12%
-$2,230.03 
AXTA Axalta Coating Systems Ltd.
-0.12%
-$2.12 
PAB PGIM Active Aggregate Bond ETF
-0.12%
-$159.27 
DFUV Dimensional US Marketwide Value ETF
-0.12%
-$680.81 
BMI Badger Meter Inc.
-0.11%
-$1.74 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$3,490.58 
IAGG iShares International Aggregate Bond Fund
-0.11%
-$10.62 
UITB VictoryShares Core Intermediate Bond ETF
-0.11%
-$104.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$3.23 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$10.57 
VNQ Vanguard Real Estate ETF
-0.1%
-$32.11 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$16.25 
EFA iShares MSCI EAFE ETF
-0.09%
-$4.28 
FPE First Trust Preferred Securities and Income ETF
-0.09%
-$73.74 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$638.48 
ADI Analog Devices, Inc.
-0.08%
-$3.3 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.08%
-$308.28 
GDX VanEck Gold Miners ETF
-0.08%
-$81.41 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$47.62 
FLXR TCW Flexible Income ETF
-0.08%
-$785.55 
FTSL First Trust Senior Loan ETF
-0.08%
-$70.21 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$83.62 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$69.06 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$0.2 
TSCO Tractor Supply Company
-0.07%
-$1.19 
HLF Herbalife Ltd.
-0.07%
-$11 
TLT iShares 20+ Year Treasury Bond ETF
-0.07%
-$152.02 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$26.75 
PYPL PayPal Holdings Inc
-0.06%
-$0.67 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.06%
-$0.39 
XLI Industrial Select Sector SPDR Fund
-0.05%
-$2,160.54 
PDX PIMCO Dynamic Income Strategy Fund
-0.05%
-$19.65 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.05%
-$27 
BWXT Bwx Technologies Inc.
-0.04%
-$7.32 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.04%
-$67 
FLMI Franklin Dynamic Municipal Bond ETF
-0.04%
-$71.26 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$45.08 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.04%
-$2.08 
COWZ Pacer US Cash Cows 100 ETF
-0.03%
-$4.82 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$14.22 
FTCB First Trust Core Investment Grade ETF
-0.03%
-$4.52 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$0.81 
CAT Caterpillar Inc.
-0.02%
-$23.68 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$2.89 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.01%
-$217.02 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$2.06 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 2217 | Longs Won 1348/2217 60% | Profit Factor 17.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $602,043.15 |
| Average Win $54,926.07 | Best Trade (Mar 31) $26.32M | Sharpe Ratio -10.79 |
| Average Loss -$4,855.26 | Worst Trade (Oct 15) -$435,692.28 | Z-Score 5.96 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $31,493.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.6% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,452 | $2.37M | $3.25M | - | $879,697.22 | 37.16% | +0.442% |
| ABBV AbbVie Inc. | 478 | $107,397.17 | $136,320.82 | - | $28,923.65 | 26.93% | +0.632% |
| ABT Abbott Laboratories | 8 | $904.89 | $835.08 | - | -$69.81 | -7.71% | -0.282% |
| ADI Analog Devices, Inc. | 10 | $2,125 | $4,036.2 | - | $1,911.2 | 89.94% | -0.082% |
| ADM Archer-Daniels-Midland Co | 21 | $1,060.78 | $1,746.88 | - | $686.1 | 64.68% | +0.307% |
| AFLG First Trust Active Factor Large Cap ETF | 93 | $3,587 | $4,166.4 | - | $579.4 | 16.15% | -0.841% |
| AFMC First Trust Active Factor Mid Cap ETF | 395 | $16,187 | $15,821.72 | - | -$365.28 | -2.26% | -0.854% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,981 | $789,069.21 | $760,828.73 | - | -$28,240.48 | -3.58% | -0.084% |
| AGYS Agilysys Inc. | 472 | $58,756.88 | $51,485.76 | - | -$7,271.12 | -12.37% | -3.826% |
| AIQ Global X Artificial Intelligence & Technology ETF | 602 | $30,146.62 | $37,429.35 | - | $7,282.73 | 24.16% | -2.988% |
| ALAI Alger AI Enablers & Adopters ETF | 200 | $9,128 | $8,672 | - | -$456 | -5% | -2.649% |
| ALB Albemarle Corporation | 101 | $13,638 | $9,722.26 | - | -$3,915.74 | -28.71% | -1.956% |
| ALGN Align Technology, Inc. | 35 | $7,298 | $5,166 | - | -$2,132 | -29.21% | -1.165% |
| ALL Allstate Corporation | 11 | $2,120.8 | $2,668.93 | - | $548.13 | 25.85% | +1.265% |
| AMAT Applied Materials, Inc. | 36 | $6,696.22 | $15,004.08 | - | $8,307.86 | 124.07% | -3.077% |
| AMD Advanced Micro Devices, Inc. | 90 | $12,738.81 | $48,291.75 | - | $35,552.94 | 279.09% | -4.563% |
| AME Ametek Inc. | 15 | $2,704 | $3,722.85 | - | $1,018.85 | 37.68% | -0.133% |
| AMID Argent Mid Cap ETF | 189 | $6,450 | $6,801.16 | - | $351.16 | 5.44% | -1.866% |
| AMLP Alerian MLP ETF | 19,311 | $952,688.1 | $1.01M | - | $58,822.08 | 6.17% | +0.905% |
| AMZN Amazon.com Inc | 7,545 | $1.69M | $1.89M | - | $199,717.95 | 11.84% | -1.864% |
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FAQ
Which stocks have generated the highest profits for MPWM Advisory Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: VictoryShares US Large Cap High Dividend ETF - $27.24M, SPDR S&P 500 ETF Trust - $1.41M, Innovator Equity Managed Floor ETF - $657,994.01, SPDR Portfolio Long Term Treasury ETF - $509,877.41, and Industrial Select Sector SPDR Fund - $366,291.05. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Capital Group Growth ETF - $229,204.18, VanEck Morningstar Wide Moat Fund - $81,053, h5919c104 - $72,376.45, CoreWeave, Inc - $66,542.55, and Apple Inc - $39,920.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does MPWM Advisory Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.07M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $671,055.12, SPDR Portfolio Long Term Treasury ETF - $497,637.48, VictoryShares US Large Cap High Dividend ETF - $365,450.52, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $333,696.95, and VanEck CLO ETF - $301,098.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are MPWM Advisory Solutions LLC's monthly returns?
MPWM Advisory Solutions LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can MPWM Advisory Solutions LLC's strategy be considered aggressive or moderate?
MPWM Advisory Solutions LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow MPWM Advisory Solutions LLC's strategy?
MPWM Advisory Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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